Wealth Enhancement Advisory Services
UVSP icon

Wealth Enhancement Advisory Services’s Univest Financial UVSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Buy
18,823
+3,373
+22% +$132K ﹤0.01% 2235
2026
Q1 		$541K Sell
15,450
-1,453
-9% -$49.1K ﹤0.01% 2256
2025
Q4 		$555K Buy
16,903
+966
+6% +$30.3K ﹤0.01% 2400
2025
Q3 		$478K Buy
15,937
+1,900
+14% +$58.3K ﹤0.01% 2400
2025
Q2 		$459K Buy
14,037
+4,286
+44% +$125K ﹤0.01% 2290
2025
Q1 		$277K Buy
9,751
+903
+10% +$26.7K ﹤0.01% 2515
2024
Q4 		$261K Buy
8,848
+340
+4% +$10.1K ﹤0.01% 2495
2024
Q3 		$239K Buy
+8,508
New +$227K ﹤0.01% 2333

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GI
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CMA
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